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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,217 | $73,848+72.3% | $143,799-11.5% | $68,486+85.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.35% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $7,319 | $3,184+129.8% | $4,952+47.8% | $2,597+181.9% |
| Participant deferral / active EE | $4,808 | $3,385+42.1% | $5,638-14.7% | $4,028+19.4% |
| Admin fee / account holder | $9,593 | $5,755+66.7% | $14,677-34.6% | $5,404+77.5% |